Senior Financial Planning Professional

1 week ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

Job Opportunity

We are seeking a skilled Senior Paraplanner to join our team at Blakemore Recruitment. The ideal candidate will have a clear understanding of the financial planning process and be able to produce professional reports.

Responsibilities

  • Support the team of Financial Advisors and Chartered Financial Planners with debriefings and actioning tasks
  • Analyse and interpret data for research and provide suitable solutions
  • Draft suitability reports and client illustrations
  • Undertake Fact Finds and provide suitability reporting
  • Work on recommendations with the Directors and Financial Planners

Requirements

  • 2+ years' experience as a Paraplanner
  • Clear understanding of the financial planning process
  • Ability to produce professional reports
  • Level 4 Diploma in Financial Planning or close to achieving this
  • Excellent technical knowledge

Benefits

  • Excellent opportunity to join a well-established Financial Planning firm
  • Constant career development


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